As I dug into the data this morning, I found a few things that were interesting. First, January’s 0.5% acceleration in the CPI was the most since October 2022 (also 0.5%) and you have to go back to June 2022 for a higher monthly acceleration. The general consensus is that higher rates should lead to lower inflation. This means the 2-year inflation expectations in the market should be declining as the Fed gets more aggressive, but as Lisa Abramowicz pointed out this morning, inflation expectations in the market have actually been increasing over the last 6 months. Lisa Abramowicz @lisaabramowicz1 U.S. 2-year inflation expectations have surged over the past six months, despite tighter Fed policy. 1:16 PM ∙ Mar 2, 2023 86 Likes 35 Retweets Inflation expectations are not the only place where the market is being distorted by this central bank intervention though. Charlie Bilello points out that US Treasury yields have gone from historic lows to 16-year highs in...
Critical Thinking, Logic & Problem Solving The Ultimate Guide to Better Thinking, Systematic Problem Solving and Making Impeccable Decisions with Secret Tips to Detect Logical Fallacies Bigrock Thinking Have you ever wished you were a more effective thinker? Do you feel overwhelmed when presented with a problem? In Critical Thinking, Logic & Problem Solving , Bigrocks Thinking explains how you can enhance your critical thinking and problem-solving abilities to improve your learning, your work, and your personal life. The authors provide a step-by-step method for improving your ability to think critically and solve problems. They offer tips for conducting and thinking about research and information, covering issues like source reliability and logical fallacies. They also explain how to develop and implement solutions to problems, and they provide guidance on how to structure your thinking for effective communication and powerful storytelling. In our guide, we’ll also...
List of market outlook for 2023 Goldman Sachs https://lnkd.in/eKzF_2K4 J.P. Morgan https://lnkd.in/eHb6-622 Morgan Stanley https://lnkd.in/e2nAMjmM Bank of America https://lnkd.in/e8XFD8TW BlackRock https://lnkd.in/eYxCBRGj HSBC https://lnkd.in/eNfBiJvH Barclays https://lnkd.in/eRT4dsFY . NatWest https://lnkd.in/euftbUw6 Citi https://lnkd.in/eXwA-Y4X UBS https://lnkd.in/exudCU6V Credit Suisse https://lnkd.in/e4CEK5NZ BNP Paribas https://lnkd.in/ec4hWEdm Deutsche Bank https://lnkd.in/eAWCSV_7 ING https://lnkd.in/eNpdmVH8 Apollo Global Management, Inc. https://lnkd.in/ewwq_62M Wells Fargo https://lnkd.in/euMkQnKE BNY Mellon https://lnkd.in/ezMfVgND Fidelity International https://lnkd.in/eJwK6tVx Lazard https://lnkd.in/eku-xhqp
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